| US3159116934 / FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV
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| DBX / Dropbox, Inc.
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| C.WSA / Citigroup, Inc.
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| UNM / Unum Group
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| NEE / NextEra Energy, Inc.
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| GM / General Motors Company
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| VICI / VICI Properties Inc.
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| UBER / Uber Technologies, Inc.
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| CRM / Salesforce, Inc.
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| SHEL / Shell plc - Depositary Receipt (Common Stock)
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| HD / The Home Depot, Inc.
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| DLR / Digital Realty Trust, Inc.
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| HON / Honeywell International Inc.
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| DIS / The Walt Disney Company
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| C / Citigroup Inc.
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| CMCSA / Comcast Corporation
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| GD / General Dynamics Corporation
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| MET / MetLife, Inc.
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| AES / The AES Corporation
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| KO / The Coca-Cola Company
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| ETN / Eaton Corporation plc
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| IBM / International Business Machines Corporation
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| SSNC / SS&C Technologies Holdings, Inc.
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| MELI / MercadoLibre, Inc.
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| AMAT / Applied Materials, Inc.
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| PM / Philip Morris International Inc.
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| BDX / Becton, Dickinson and Company
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| CR / Crane Company
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| ADI / Analog Devices, Inc.
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| BA / The Boeing Company
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| BNGO / Bionano Genomics, Inc.
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| ILMN / Illumina, Inc.
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| NVDA / NVIDIA Corporation
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| RNR / RenaissanceRe Holdings Ltd.
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| FNF / Fidelity National Financial, Inc.
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| LAMR / Lamar Advertising Company
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| YUM / Yum! Brands, Inc.
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| TWCUX / American Century Mutual Funds Inc. - American Century Ultra Investor Class
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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| SO / The Southern Company
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| LMT / Lockheed Martin Corporation
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| AVGO / Broadcom Inc.
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| PNC / The PNC Financial Services Group, Inc.
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| PEN / Penumbra, Inc.
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| IBB / iShares Trust - iShares Biotechnology ETF
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| ED / Consolidated Edison, Inc.
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| GLW / Corning Incorporated
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| HSY / The Hershey Company
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| PGR / The Progressive Corporation
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| AME / AMETEK, Inc.
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| GOOGL / Alphabet Inc.
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| COP / ConocoPhillips
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| SYK / Stryker Corporation
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| RTX / RTX Corporation
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| CG / The Carlyle Group Inc.
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| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
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| V / Visa Inc.
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| CTVA / Corteva, Inc.
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| FMAGX / Fidelity Magellan Fund - Fidelity Magellan
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| AXAHY / AXA SA - Depositary Receipt (Common Stock)
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| PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
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| CSCO / Cisco Systems, Inc.
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| FITB / Fifth Third Bancorp
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| GOOG / Alphabet Inc.
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| VUG / Vanguard Index Funds - Vanguard Growth ETF
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| DIA / SPDR Dow Jones Industrial Average ETF Trust
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| XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
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| MDY / SPDR S&P MidCap 400 ETF Trust
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| LLY / Eli Lilly and Company
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| BRK.A / Berkshire Hathaway Inc.
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| TGT / Target Corporation
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| TRV / The Travelers Companies, Inc.
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| PFE / Pfizer Inc.
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| LHX / L3Harris Technologies, Inc.
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| BAC / Bank of America Corporation
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| D / Dominion Energy, Inc.
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| QCOM / QUALCOMM Incorporated
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| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
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| MRK / Merck & Co., Inc.
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| CHD / Church & Dwight Co., Inc.
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| ORCL / Oracle Corporation
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| COST / Costco Wholesale Corporation
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| GLD / SPDR Gold Trust
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| F / Ford Motor Company
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| AZO / AutoZone, Inc.
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| AFL / Aflac Incorporated
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| BRK.B / Berkshire Hathaway Inc.
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| USB / U.S. Bancorp
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| DHI / D.R. Horton, Inc.
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| ELME / Elme Communities
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| IWR / iShares Trust - iShares Russell Mid-Cap ETF
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| MMC / Marsh & McLennan Companies, Inc.
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| BMY / Bristol-Myers Squibb Company
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| NXPI / NXP Semiconductors N.V.
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| T / AT&T Inc.
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| AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
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| CAT / Caterpillar Inc.
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| PRU / Prudential Financial, Inc.
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| IP / International Paper Company
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| AMZN / Amazon.com, Inc.
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| MAR / Marriott International, Inc.
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| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
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| IYF / iShares Trust - iShares U.S. Financials ETF
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
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| WFC / Wells Fargo & Company
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| PACB / Pacific Biosciences of California, Inc.
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| AMGN / Amgen Inc.
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| AKAM / Akamai Technologies, Inc.
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| WELL / Welltower Inc.
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| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
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| RQI / Cohen & Steers Quality Income Realty Fund, Inc.
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| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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| EMR / Emerson Electric Co.
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| FSDIX / Fidelity Salem Street Trust - Fidelity Strategic Dividend & Income
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| HBAN / Huntington Bancshares Incorporated
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| XYL / Xylem Inc.
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| ABBV / AbbVie Inc.
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| AMP / Ameriprise Financial, Inc.
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| JNJ / Johnson & Johnson
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| XOM / Exxon Mobil Corporation
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| MCD / McDonald's Corporation
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| NVS / Novartis AG - Depositary Receipt (Common Stock)
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| AEP / American Electric Power Company, Inc.
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| EQT / EQT Corporation
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| CVX / Chevron Corporation
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| EMN / Eastman Chemical Company
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| NKE / NIKE, Inc.
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| GIS / General Mills, Inc.
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| CNI / Canadian National Railway Company
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| AWK / American Water Works Company, Inc.
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| AXP / American Express Company
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| DUK / Duke Energy Corporation
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| TMO / Thermo Fisher Scientific Inc.
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
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| FDX / FedEx Corporation
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| NSC / Norfolk Southern Corporation
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| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
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| MPC / Marathon Petroleum Corporation
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| GLDM / World Gold Trust - SPDR Gold MiniShares Trust
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| AAPL / Apple Inc.
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| ROK / Rockwell Automation, Inc.
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| PEG / Public Service Enterprise Group Incorporated
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| KEY / KeyCorp
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| OGN / Organon & Co.
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| IAT / iShares Trust - iShares U.S. Regional Banks ETF
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| CXT / Crane NXT, Co.
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| FSANX / Fidelity Charles Street Trust - Fidelity Asset Manager 60%
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| PRNHX / T. Rowe Price New Horizons Fund Inc - T. Rowe Price New Horizons Fund
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| US3159117437 / FIDELITY EXTENDED MARKET INDEX FUND
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| IVZ / Invesco Ltd.
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| ELV / Elevance Health, Inc.
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| DOC / Healthpeak Properties, Inc.
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| HRL / Hormel Foods Corporation
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| KREF / KKR Real Estate Finance Trust Inc.
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| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| ENPH / Enphase Energy, Inc.
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| MSFT / Microsoft Corporation
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| CL / Colgate-Palmolive Company
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| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
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| ITW / Illinois Tool Works Inc.
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| PH / Parker-Hannifin Corporation
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| FBGRX / Fidelity Securities Fund - Fidelity Blue Chip Growth Fund
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| TSLA / Tesla, Inc.
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| SYY / Sysco Corporation
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| UNH / UnitedHealth Group Incorporated
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| ABT / Abbott Laboratories
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| WMT / Walmart Inc.
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| IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
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| DAL / Delta Air Lines, Inc.
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| FNB / F.N.B. Corporation
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| CCHWF / Columbia Care Inc
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| GGOAX / Goldman Sachs Trust - Goldman Sachs Growth Opportunities Fund USD Cls A
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| PFF / iShares Trust - iShares Preferred and Income Securities ETF
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| SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
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| IQV / IQVIA Holdings Inc.
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| CI / The Cigna Group
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| HPE / Hewlett Packard Enterprise Company
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| EGP / EastGroup Properties, Inc.
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| SPY / SPDR S&P 500 ETF
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| BX / Blackstone Inc.
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| KMB / Kimberly-Clark Corporation
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| MTB / M&T Bank Corporation
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| FOCPX / Fidelity Securities Fund - Fidelity OTC Portfolio
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| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
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| CARR / Carrier Global Corporation
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| MDLZ / Mondelez International, Inc.
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| OKE / ONEOK, Inc.
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| KHC / The Kraft Heinz Company
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| BK / The Bank of New York Mellon Corporation
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| HCA / HCA Healthcare, Inc.
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| PSX / Phillips 66
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| BXMX / Nuveen S&P 500 Buy-Write Income Fund
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| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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| DVY / iShares Trust - iShares Select Dividend ETF
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| INTC / Intel Corporation
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
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| LOW / Lowe's Companies, Inc.
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| IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
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| SPG / Simon Property Group, Inc.
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| NFLX / Netflix, Inc.
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| WM / Waste Management, Inc.
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| PEP / PepsiCo, Inc.
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| CPT / Camden Property Trust
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| VXLLF / Vaxil Bio Ltd.
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| GS / The Goldman Sachs Group, Inc.
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| AVT / Avnet, Inc.
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| DE / Deere & Company
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| MMM / 3M Company
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| VZ / Verizon Communications Inc.
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| MA / Mastercard Incorporated
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| ULTA / Ulta Beauty, Inc.
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| TRMCX / T. Rowe Price Mid-Cap Value Fund Inc - T. Rowe Price Mid-Cap Value Fund
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| VGSTX / Vanguard Star Funds - Vanguard STAR Fund Investor Shares
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| PG / The Procter & Gamble Company
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| XEL / Xcel Energy Inc.
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| HIG / The Hartford Insurance Group, Inc.
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| IYW / iShares Trust - iShares U.S. Technology ETF
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| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
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| LNT / Alliant Energy Corporation
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| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
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| ADP / Automatic Data Processing, Inc.
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| AWLIF / Ameriwest Critical Metals Inc.
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| CHPT / ChargePoint Holdings, Inc.
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| FUBO / fuboTV Inc.
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| DOW / Dow Inc.
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| GRDAF / Grounded Lithium Corp.
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| PRUDENTIAL JENN EQTY OPPOR-Z
/ FD (74437E800) |
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| DODGX / Dodge & Cox Funds - Dodge & Cox Stock Fund
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| MDT / Medtronic plc
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| MBFAX / Wells Fargo Funds Trust - Allspring Core Bond Fd USD Cls A
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| BLACKROCK SHORT TERM MUNI-I
/ FIMF (09253C819) |
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
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| 02075X103 / Alpha Lithium Corp
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| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
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| CISO / CISO Global Inc.
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| BYAGF / Banyan Gold Corp.
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| CVS / CVS Health Corporation
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| WEC / WEC Energy Group, Inc.
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| CB / Chubb Limited
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| VNOM / Viper Energy, Inc.
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| GILD / Gilead Sciences, Inc.
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| SWSSX / Schwab Capital Trust - Schwab Small-Cap Index Fund
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| LRCX / Lam Research Corporation
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| AJG / Arthur J. Gallagher & Co.
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| VSOL / Three Sixty Solar Ltd.
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| SWK / Stanley Black & Decker, Inc.
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| RVTY / Revvity, Inc.
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| GE / General Electric Company
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| CLX / The Clorox Company
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| OEF / iShares Trust - iShares S&P 100 ETF
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| ALL / The Allstate Corporation
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| HDV / iShares Trust - iShares Core High Dividend ETF
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| MQ / Marqeta, Inc.
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| RY / Royal Bank of Canada
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| TXN / Texas Instruments Incorporated
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| JPM / JPMorgan Chase & Co.
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| WPC / W. P. Carey Inc.
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| DEO / Diageo plc - Depositary Receipt (Common Stock)
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| PARA / Paramount Global
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| PFG / Principal Financial Group, Inc.
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| FBIN / Fortune Brands Innovations, Inc.
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| ADBE / Adobe Inc.
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| ASFZ / Associates First Capital Corporation - Preferred Stock
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| EXC / Exelon Corporation
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| MS / Morgan Stanley
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| META / Meta Platforms, Inc.
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| DD / DuPont de Nemours, Inc.
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| QQQ / Invesco QQQ Trust, Series 1
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.
